SFS
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Sowell Financial Services’s Blackbaud BLKB Stock Holding History

Sowell Financial Services’s Portfolio BLKB Stock Details BLKB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-492
Closed -$33K – 793
2021
Q1 		$33K Sell
492
-382
-44% -$26.4K ﹤0.01% 1828
2020
Q4 		$50K Buy
874
+10
+1% +$556 ﹤0.01% 1398
2020
Q3 		$48K Buy
864
+234
+37% +$14K ﹤0.01% 1220
2020
Q2 		$36K Buy
630
+18
+3% +$989 ﹤0.01% 1273
2020
Q1 		$34K Buy
612
+106
+21% +$7.5K ﹤0.01% 1180
2019
Q4 		$40K Sell
506
-6
-1% -$502 ﹤0.01% 1215
2019
Q3 		$46K Buy
+512
New +$45.5K ﹤0.01% 1022

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